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Terms & Conditions

Last updated: March 8, 2026

1. Introduction

These Terms & Conditions govern your use of Clienty CRM. By using the service, you agree to these terms.

2. Account Responsibilities

You must provide accurate information and keep your login credentials secure. You are responsible for any activity on your account.

3. Acceptable Use

You agree not to use Clienty for illegal activities. Misuse may lead to account termination.

4. Team Chat Guidelines

The Team Chat feature is provided for professional internal communication between team members within your organization. By using Team Chat, you agree to the following:

  • Professional Conduct: Use chat for legitimate business communications. Harassment, discrimination, or inappropriate content is prohibited.
  • Confidentiality: Chat messages may contain sensitive business information. Do not share confidential information outside your organization.
  • Content Ownership: Messages sent through Team Chat belong to your organization. Your employer may have the right to access and monitor chat communications.
  • Message Retention: Deleting a message or leaving a chat removes it from your view but does not permanently delete the content. Messages are retained for compliance and audit purposes.
  • File Sharing: You are responsible for ensuring any files shared via chat comply with your organization's policies and applicable laws.
  • No Expectation of Privacy: While messages are only visible to thread participants, organization administrators may access chat logs for compliance monitoring.

Violation of these guidelines may result in suspension of your Team Chat access or account termination.

5. Payment Processing & Invoicing (Stripe Connect)

Clienty uses Stripe and Stripe Connect for: (i) subscription billing (Clienty plans, AI credits, SMS credits), (ii) client invoicing and matter payments via your connected Stripe account, and (iii) payment link generation. By using our payment features, you agree to the following:

  • Stripe Connect: Organizations may connect a Stripe Connect account to receive client payments, send invoices, process matter payments, and manage payout preferences (e.g., scheduled payouts). You are responsible for onboarding, maintaining, and complying with Stripe's terms. Clienty facilitates the integration; we do not hold funds or act as a merchant of record for your client transactions.
  • Stripe Terms: Payment processing via Stripe is subject to Stripe's Connected Account Agreement, Stripe's Terms of Service, and Stripe's Privacy Policy. By connecting your Stripe account, you agree to be bound by these terms.
  • Subscription Billing: Recurring subscription charges for Clienty plans and add-on credits (AI, SMS) are processed through Stripe. You authorize automatic billing in accordance with your selected plan. Plans are available on monthly or annual billing cycles:
    • Monthly Plans: Billed on a recurring monthly basis. Cancellation takes effect at the end of the current billing period. No prorated refunds are provided for the remaining days in the current month.
    • Annual Plans: Billed as a single upfront payment or in recurring annual installments. Annual pricing reflects a discounted rate provided in exchange for a full-term commitment. By selecting an annual plan, you acknowledge and agree that the full annual fee is earned upon payment and is non-refundable, regardless of whether you use the service for the entire term. If you cancel or close your account before the end of the annual billing period, you will not receive a prorated refund, credit, or reimbursement for any unused portion of the subscription term. Access to the service will terminate immediately upon cancellation.
  • Processing Fees: Stripe charges processing fees on each transaction (typically 2.9% + $0.30 for card payments). These fees are automatically deducted from your payouts. You are responsible for reviewing and understanding all applicable fees.
  • Invoicing & Client Payments: When you send invoices or collect payments from clients, you are the merchant of record. You are responsible for the accuracy of invoices, delivery of services, tax compliance, and handling refunds or disputes. Clienty facilitates the integration but does not process payments directly or guarantee payment completion.
  • Client Payment Links: Clients receive secure payment links hosted by Stripe. Payment information is processed directly by Stripe and not stored on our servers.
  • Payouts: Funds from paid invoices and matter payments are transferred to your connected Stripe account according to Stripe's payout schedule. We do not control payout timing, availability, or payout method preferences.
  • Refunds: Refunds must be processed through Stripe. Refund policies are set by your organization. Processing fees may not be refunded. You are solely responsible for issuing refunds and any resulting fees.
  • Disputes & Chargebacks: You are solely responsible for handling payment disputes and chargebacks. We may provide transaction records to assist in dispute resolution when possible, but financial liability for chargebacks, disputes, and any fees or reversals imposed by Stripe or card networks rests solely with your organization. You are responsible for any negative balances resulting from chargebacks. We are not a party to payment transactions between you and your clients.

Liability: Clienty facilitates the integration with Stripe. We are not responsible for Stripe service availability, API changes, payment failures, disputes, chargebacks, refunds, fees, or any conduct of Stripe, card networks, or your clients. All payment-related disputes are between you and your clients or you and Stripe.

Disconnecting: You may disconnect your payment account at any time from Organization Settings. Disconnecting will prevent new invoice creation and payment processing. Existing invoices and payment records will be retained.

Operating Account Only: The Stripe account you connect is used for client invoices and matter payments, which are deposited into your operating (business) account. This is not for trust or IOLTA deposits. Trust funds must be held in a separate trust account in accordance with applicable rules. Clienty's trust ledger is for record-keeping of those trust transactions only.

Trust Account Ledger: Clienty provides a trust account ledger feature for record-keeping purposes. Trust payments (e.g., retainer deposits, funds held in trust) are not processed through Stripe or invoices; they are entered manually by you to track transactions occurring in your external trust or IOLTA account. The ledger is provided solely to help you maintain records of trust deposits, disbursements, and balances. You are solely responsible for maintaining a compliant trust account, reconciling trust funds, and complying with applicable rules governing trust accounts and IOLTA. Clienty does not hold, process, or control trust funds and is not responsible for trust account compliance or any errors in ledger entries.

6. Electronic Signatures (HelloSign / Dropbox Sign)

Clienty integrates with HelloSign (Dropbox Sign) to send documents for electronic signature, retrieve signed documents, and sync signature status. Documents such as settlement statements and contingency agreements are sent to HelloSign's API; we receive webhooks when signing is complete and download signed PDFs for storage in your organization's secure cloud storage. By using our e-signature features, you agree to the following:

  • Provider Terms: Electronic signatures are powered by HelloSign (Dropbox Sign). Your use of e-signature features is subject to HelloSign's Terms of Service, Dropbox's Terms of Service, and the Dropbox API Terms. By sending documents for signature through Clienty, you agree to comply with these terms.
  • Data Flow: Documents are transmitted to HelloSign's API. Clienty fetches signed documents and signature request status from HelloSign when webhooks indicate completion or when you manually sync status. Signed PDFs are stored in your organization's secure cloud storage. HelloSign retains records according to their retention policy.
  • Legally Binding: Electronic signatures obtained through HelloSign are legally binding under the U.S. Electronic Signatures in Global and National Commerce Act (ESIGN Act) and state laws such as the Uniform Electronic Transactions Act (UETA), where applicable.
  • Your Responsibility: You are responsible for the content, accuracy, and legality of documents you send for signature. You must obtain proper consent from signers and ensure documents comply with applicable laws and professional rules of conduct.
  • No Legal Advice: Clienty does not provide legal advice. You are responsible for consulting with counsel regarding the use of electronic signatures in your practice and the validity of signed documents in your jurisdiction.
  • Liability: We facilitate the integration with HelloSign but are not responsible for HelloSign service availability, API changes, data handling by HelloSign, the enforceability of signatures, signer disputes, document validity, or any failures of the HelloSign service. Any disputes arising from signed documents are between you, your clients, and HelloSign. We do not guarantee that HelloSign will meet your compliance or audit requirements.

Signed documents are stored securely in your organization's account. You may download completed documents at any time.

7. Microsoft 365 & Outlook Integration

Clienty offers calendar integration with Microsoft 365 and Outlook via the Microsoft Graph API. We read and write calendar events, sync calendars (including shared and delegated calendars), display availability, and may use change notifications (webhooks) for real-time sync. Calendar event data is synced and stored in our database for display within Clienty. By connecting your Microsoft account, you agree to the following:

  • Microsoft Terms: Your use of the Microsoft integration is subject to Microsoft's Services Agreement and Microsoft's Privacy Statement. You must have a valid Microsoft 365 or Outlook account.
  • Data Access: When you connect your account, Clienty requests access to your calendar data via the Microsoft Graph API, including events, attendees, availability, calendars, and calendar categories. We access only the data necessary to provide calendar sync, scheduling, and meeting management. We may access shared or delegated calendars you have permission to view. We do not access email content unless explicitly required for a specific feature you enable.
  • OAuth Consent: You grant Clienty permission to access your Microsoft data via OAuth. You may revoke this access at any time through your Microsoft account settings or by disconnecting the integration in Clienty. Revoking access will stop further data sync; we may retain previously synced data according to our data retention policies.
  • Data Handling: Calendar data is synced and stored in our database to display events, availability, and manage appointments within Clienty. We do not sell or share your Microsoft data with third parties except as required to provide the integration.
  • Third-Party Liability: We are not responsible for Microsoft service availability, changes to the Microsoft Graph API, data handling by Microsoft, or any third-party calendar services. Disconnection of the integration may affect scheduling and calendar features. We do not guarantee that the Microsoft integration will meet your compliance or audit requirements.

You are responsible for ensuring your use of the Microsoft integration complies with your organization's policies and applicable data protection laws.

8. Service Availability

We strive for uptime but cannot guarantee uninterrupted service. We may update or change the service.

9. Limitation of Liability

We are not liable for any losses or damages arising from your use of Clienty. The service is provided “as is.”

10. AI & Third-Party Services

Our AI features are provided by OpenAI, messaging by Twilio, payment processing by Stripe, electronic signatures by HelloSign (Dropbox Sign), calendar integration by Microsoft, and file storage by AWS. We are not responsible for third-party services but ensure they meet industry standards for security and compliance.

AI Document Summarization: Clienty uses OpenAI's API to provide document summarization and text-to-speech features. By using these AI features, you acknowledge and agree to the following:

  • AI-Generated Content: Document summaries, key points, and titles are generated by artificial intelligence and may contain inaccuracies, omissions, or misinterpretations. You must review all AI-generated output before relying on it for any purpose.
  • No Legal Advice: AI-generated summaries do not constitute legal advice, legal analysis, or a substitute for professional legal judgment. They are provided as a convenience tool only.
  • User Responsibility: You are solely responsible for verifying the accuracy, completeness, and appropriateness of any AI-generated content before using it in client communications, court filings, or any other professional context.
  • Professional Conduct: You are responsible for ensuring that your use of AI features complies with applicable rules of professional conduct, attorney-client privilege requirements, and ethical obligations in your jurisdiction.
  • Credit Consumption: AI features consume credits as described in your subscription plan. Document summarization consumes 1–3 AI credits depending on document size. First-time text-to-speech playback consumes 1 AI credit (replays are free). Credits are deducted upon use and are non-refundable once consumed, regardless of the quality or usefulness of the output.
  • Limitation of Liability: Clienty is not liable for any errors, omissions, inaccuracies, or consequences arising from reliance on AI-generated content. Use of AI features is at your own risk.

11. Termination

We may suspend or terminate your account if you violate these terms.

12. Changes to Terms

We may update these terms and will notify you of changes. Continued use means you accept the new terms.

13. Governing Law

These terms are governed by the laws of your jurisdiction.

14. Account Closure

Organization administrators may close their accounts at any time through the Organization Settings page. Upon requesting account closure, you will be prompted to select one of the following data retention options:

  • Retain for 90 days: Your data will be soft-deleted and retained for 90 days. During this period, you may contact support to restore your account. After 90 days, all data will be permanently deleted.
  • Delete immediately: Your data will be permanently deleted within 24 hours. This action cannot be undone.
  • Export & delete: We will generate a ZIP file containing all your organization's data (database records and files) and email you a secure download link. The download link will expire after 7 days. After you receive the export, all data will be permanently deleted.

When an account is closed, all users immediately lose access to the system and recurring billing is canceled. No refunds, prorated or otherwise, are provided upon account closure. This includes, without limitation:

  • Unused time remaining on monthly billing periods
  • Unused time remaining on annual subscription commitments
  • Prepaid add-on credits (AI credits, SMS credits) that have not been consumed

By closing your account, you acknowledge that you forfeit access to the service and any remaining subscription term. Annual plans represent a commitment for the full billing period, and early cancellation does not entitle you to a refund of any portion of the annual fee. You agree not to initiate chargebacks, payment disputes, or reversals with your bank or payment provider for subscription fees that were legitimately charged in accordance with these terms.

For data retention requests, account restoration, or questions about account closure, please contact support before initiating the closure process.

15. Contact

For questions, contact clientysupport@clienty.io.

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